Sou Hu Cai Jing·2026-03-02 03:45Group 1 - Berkshire Hathaway held a total of 42 US stocks with a market value of approximately $274.16 billion at the end of 2025, an increase of over $6.8 billion from the end of Q3 2025 [2] - The company has a significant focus on the financial sector, with a holding value close to $112.2 billion, accounting for about 41% of its total portfolio [2] - At the end of Q4 2025, Berkshire's largest holding remained Apple, valued at approximately $61.96 billion, representing about 23% of its total holdings, with a reduction of about 4.32% in shares [2][3] Group 2 - The second and third largest holdings are American Express and Bank of America, both financial companies, with a combined holding value exceeding $84.5 billion, accounting for about 31% of the total portfolio [2] - In Q4 2025, Berkshire maintained its position in 28 companies, reduced holdings in 9 companies, increased holdings in 4 companies, and initiated a position in 1 new company [2] Group 3 - Duan Yongping's investment firm held 14 US stocks with a total market value of approximately $17.49 billion at the end of 2025, an increase of over $2.8 billion from the end of Q3 2025 [8] - The focus of Duan's investments is primarily in the information technology sector, with a total holding value close to $11 billion, accounting for about 63% of his portfolio [9] - Duan's top three holdings are Apple, Berkshire Hathaway, and Nvidia, with Apple being the largest at approximately $8.8 billion, representing about 50% of his investment portfolio [9][10] Group 4 - Duan significantly increased his stake in Nvidia, with shares rising from approximately 597,800 to 7,237,100, marking an increase of over 11 times, and its market value reaching about $1.35 billion [9] - In Q4 2025, Duan initiated positions in three AI-related companies and increased holdings in six companies, while reducing positions in five [9]